Need to make changes to a recurring invoice? This article will walk you through how to edit the recurring invoice details before the first invoice is sent, how to edit the series details, how to cancel an invoice in a series, and how to cancel an entire series from GoSite on your computer.
Table of Contents:
Navigating to your recurring invoice
Log in to GoSite on your computer.
Select "Payments."
Click on the recurring invoice you would like to make changes to or click the "Manage" drop-down menu on the invoice and select "View."
Note: You can distinguish recurring invoices from one-time invoices by the circular arrow icon in the "Order No." column.
Editing a recurring invoice series
You can edit some details of an invoice series after the first invoice has been sent.
Follow the above steps to open the recurring invoice details page.
Click the "Actions" button in the top right corner.
Select "Edit Series."
In the "Invoice Details" section you can change the following sections:
Repeat - How often the invoice is sent.
End - When the recurrence will end.
Send via - How your invoice will be sent (email and/or text).
Due date - When the invoice is due (upon receipt, 1 week, 2 weeks, 30 days, end of the month)
Click the "Edit Recurring Invoices" button to proceed.
Click the "Update Recurring Series" button on the next page to save your changes.
You will get an "Invoice sent successfully" notification on the bottom left of the screen.
Note: If you would like to edit other details of a recurring invoice like recipient, invoice items, pricing, etc. you can cancel the recurring invoice and create a new one.
Editing a recurring invoice
When you have created a recurring invoice and the first invoice in the series has not yet been sent, you have the ability to edit additional details.
Note: The "Edit Invoice" option for recurring invoices is only available if the first invoice of the series has not yet been sent.
Follow the above steps to open the recurring invoice details page.
Click the "Actions" button in the top right corner.
Select "Edit Invoice."
To edit the contact the invoice is sent to, click the "x" button in the "Contact" field.
Search Contact Hub to choose a contact.
To create a new contact, enter an email address or phone number and click "Create New Contact"
In the "Invoice Details" section you can change:
Send - When your next invoice will be sent.
Send via - How your invoice will be sent (email and/or text).
Due date - When the invoice is due (upon receipt, 1 week, 2 weeks, 30 days, end of the month, or on a specific date)
Under "Invoice Items" you can:
Add items by clicking the "Add Item" button (above "Total").
Remove items by hovering over the item and clicking the "-" button that appears to the right.
Change an item by clicking the arrow next to the item name and selecting the new item from the drop-down list. (Note: Don't see any services to add? Check out Adding Your Services to GoSite.)
Change the quantity of an item by selecting the QTY number and editing it.
Change the rate (price) of the item by selecting the Rate number and editing it.
Add a service note by hovering over an item and clicking the page icon that appears to the left of the quantity (QTY) number. Type your note in the "Enter Description" field that appears.
Edit a service note by clicking the service note and editing.
Under the "Payments" section you can change:
If you will accept credit card payments for this invoice (check box).
If you do not want to allow credit card payments for this invoice (uncheck box).
Click the "Edit Invoice Series" button to continue.
Click the "Update Invoice" button to save your changes.
Canceling a recurring invoice series
Choosing to cancel a recurring invoice series will cancel all future invoices in the series.
Follow the above steps to open the recurring invoice details page.
Click the "Actions" button in the top right corner.
Select "Cancel Series."
Click the "Yes, cancel series" button.
Canceling the series will cancel all future invoices in the series.
Canceling an invoice in a recurring invoice series
Choosing to cancel an invoice in a recurring invoice series will cancel the next scheduled invoice in a series. If there are additional invoices scheduled, they will not be canceled.
Follow the above steps to open the recurring invoice details page.
Click the "Actions" button in the top right corner.
Select "Cancel Invoice."
Click the "Yes, cancel invoice" button.
This will cancel the next scheduled invoice in the series.
Note: Performing steps 2-4 a second time will cancel the next scheduled invoice in the series, and so on.
Still need help?
Visit us at gosite.com to chat, or email us at [email protected].